CRM for QuickBooks

CRM for QuickBooks - Sales, Implementation, Training and Support

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Web based CRM for QuickBooks

Are you looking for an affordable, easy to use, robust CRM Solution that is fully integrated with QuickBooks?  Imagine the ability to manage leads, prospects and customers all from a web based CRM solution that completely integrates with QuickBooks Customer List, Item List, Sales Orders, Customer Invoices and Sales Receipts.

About Zoho CRM for QuickBooks

  • Very Affordable CRM Solution (First 3 Users are FREE).
  • Simple setup and easy to use.
  • Rich feature set with an intuitive web-based user interface.
  • Delivered over the internet - Available anywhere at any time.
  • Fully customizable user interface (rename tabs, custom fields, configure each page layout).
  • Robust reporting (standard and custom dashboards, reports and views).

Sales Force Automation - Lead Management | Account Management | Contact Management | Opportunity Management | Sales Forecasting | Sales Activity Tracking. 

Marketing Automation - Campaign Management | Lead Generation | Email Marketing | Email Templates |  Auto-response Mails.

Web Forms - Web-to-Leads | Web-to-Contacts | Web-to-Cases.                                                               

Customer Support & Service - Case Management | Knowledge base | Web Forms for Cases  | Case Escalations.

Inventory Management - Products & Price Books | Sales Quotes | Sales Orders | Purchase Orders | Invoice Management | Vendor Management.

CRM Analytics - Standard Reports | Customizable Reports | Report Schedulers | Dynamic Dashboards

Workflow Management - Assignment Rules | Escalation Rules | Triggers | Alerts and Notifications.

Role-based Security - Roles for organization hierarchy  | Profiles for access control | User Groups | Field-level Security | Data Sharing Rules.

Developer API for Third-party Integration - Getting Started | API Methods | API Examples.    

CRM Plug-ins - For Microsoft Outlook.


Click here to learn about the:    *** ROBUST INTEGRATION WITH QUICKBOOKS ***

We make implementations EASY!

“When business software is setup correctly, people fully understand the capabilities and possible uses, and are adequately trained. Business software should improve your company’s productivity and provide strong information reporting structure.”